Colleen Chrisman
Wealth Management Advisor
NMLS #2395309
8075 Leesburg Pike
Suite 600
Vienna VA 22182
(703) 748.6329
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Colleen Chrisman
Profile

I am Colleen Chrisman, a proud Northern Virginia native and financial advisor. I joined Merrill in June 2022, forming an advisory team with my father, Paul Chrisman, who is a seasoned Merrill financial advisor with more than 40 years of experience.  

Prior to joining Merrill, I was an analyst on the Capital Markets team at mortgage guarantor, Freddie Mac, for almost three years. There, I expanded my financial expertise by researching and developing mortgage products and managing portfolio interest rate risk. 

My educational background includes dual degrees in mathematics and economics from Virginia Tech, with a minor in French. During my college career, I also had the opportunity to further explore my interests in qualitative analysis and portfolio monitoring by helping manage a student-run $5M fixed income portfolio within the Virginia Tech endowment.

I am thrilled to create a team with my father and bring a new perspective to the practice. When I am not busy monitoring the financial markets, you can find me reading a book by the fire, continuing my French studies, or walking my yellow Labrador named Ivy in downtown Washington, D.C.

About Me
Welcome

As a financial advisor at Merrill, I am committed to helping my clients achieve their financial goals. Leveraging my dual degrees from Virginia Tech in Mathematics and Economics, and prior experience in the mortgage industry, I rely on holistic wealth management strategies to guide my clients through varying market conditions. My goal is to have a deep understanding of what matters most to my clients and help customize potential solutions around their priorities, risk tolerance, time horizon, liquidity needs and goals.

Meet Our Professional Staff
Yvonne A Wyer
Registered Wealth Management Client Associate
703.827.6517
Giselle E Rodriguez
Officer, Private Wealth Client Associate
703.734.8185
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Adil Al Nahdi
Wealth Management Banking Specialist
Merrill
Faye Rokni
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #609869
About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Colleen Chrisman is registered to do business in AL, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, MA, MD, MI, MN, MS, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WV.